Investment Funds Performance

Diversified and Thematic

Fund Name
1 Month 3 Months 1 Year 2 Years Annualised 3 Years Annualised 5 Years Annualised
Investment Funds High Growth Fund

2.20%

2.85%

16.77%

Investment Funds Growth Fund

1.92%

2.33%

14.23%

9.42%

4.75%

8.26%

Investment Funds Balanced Fund

1.61%

1.78%

11.00%

7.05%

2.85%

5.84%

Investment Funds Conservative Fund

1.14%

0.90%

5.80%

3.16%

-0.21%

1.87%

Investment Funds Defensive Fund

0.76%

0.63%

2.69%

Homes and Income Fund

0.54%

1.44%

Single Sector

Fund Name
1 Month 3 Months 1 Year 2 Years Annualised 3 Years Annualised 5 Years Annualised
Investment Funds NZ Share Fund

-0.69%

1.11%

1.04%

3.29%

-0.26%

3.77%

Investment Funds NZ Bond

0.90%

0.79%

2.78%

1.58%

-1.99%

-0.78%

Investment Funds Hedged Global Share Fund

4.40%

3.85%

24.57%

Investment Funds Unhedged Global Share

1.05%

2.68%

21.45%

Investment Funds Hedged Global Bond

0.86%

-0.15%

1.82%

These returns are to 31-05-2024 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.